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Costco

2,376 hedge funds and large institutions have $118B invested in Costco in 2021 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,040 increasing their positions, 832 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,376
Holders Change
+36
Holders Change %
+1.54%
% of All Funds
41.48%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.87%
New
157
Increased
1,040
Reduced
832
Closed
89
Calls
$3.1B
Puts
$2.83B
Net Calls
+$280M
Net Calls Change
+$593M
Name Holding Trade Value Shares
Change
Shares
Change %
RM
2001
Resource Management
Louisiana
$306K -$239K -603 -44%
MCIA
2002
Mountain Capital Investment Advisors
Colorado
$304K +$407 +1 +0.1%
Credit Agricole
2003
Credit Agricole
France
$304K +$110K +279 +57%
PAM
2004
Palisade Asset Management
Minnesota
$303K
CWC
2005
Carolinas Wealth Consulting
North Carolina
$302K -$396 -1 -0.1%
CYG
2006
Clean Yield Group
Vermont
$302K +$48.3K +122 +19%
RFM
2007
Royal Fund Management
Florida
$301K +$301K +761 New
AHB
2008
Abner Herrman & Brock
New Jersey
$300K +$9.91K +25 +3%
LJAC
2009
L.J. Altfest & Co
New York
$299K -$726K -1,834 -71%
MW
2010
Marcum Wealth
Ohio
$298K -$395 -1 -0.1%
ACM
2011
AUA Capital Management
Pennsylvania
$297K
NAM
2012
NTV Asset Management
West Virginia
$297K
WA
2013
Wealthstar Advisors
Texas
$297K +$297K +749 New
CA
2014
Crewe Advisors
Utah
$296K -$97.6K -247 -25%
BIM
2015
Barton Investment Management
Pennsylvania
$296K
TIM
2016
Thompson Investment Management
Wisconsin
$296K +$793 +2 +0.3%
SW
2017
SkyOak Wealth
Michigan
$295K -$79.1K -200 -21%
TI
2018
Truepoint Inc
Ohio
$295K +$4.75K +12 +2%
ACM
2019
Ativo Capital Management
Illinois
$294K -$15.8K -40 -5%
LDB
2020
Lee, Danner & Bass
Tennessee
$294K
SHWM
2021
Silicon Hills Wealth Management
Texas
$294K
MAM
2022
Magellan Asset Management
Australia
$293K +$14.2K +36 +5%
CBTWT
2023
Community Bank & Trust (Waco, Texas)
Texas
$288K -$79.9K -202 -22%
GDP
2024
Great Diamond Partners
Maine
$288K -$4.35K -11 -1%
KFA
2025
Kelleher Financial Advisors
New York
$287K -$82.9K -210 -22%